Lead Client Funds Accounting - Benefits

Overview

Full-time, fully remote position (U.S. only). Work will be performed from home or the location of record within the U.S., with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance.

Responsibilities

• Manage, review, and approve day-to-day activities of staff, including daily/weekly reconciliation for payroll/tax/benefit accounts
• Manage, mentor, and provide performance evaluations for select staff members
• Provide training to the team for technical and professional development
• Establish weekly assignments to support overall team and organizational success and stimulate individual development
• Make decisions based on experience to anticipate problem situations and proactively reduce liability
• Prepare month-end reconciliations, research financial differences, and support Corporate Accounting
• Collaborate with the Product Team and other internal stakeholders in testing and rollout of new business initiatives
• Monitor cash across the total client base to mitigate risk, ensure activity is properly recorded, and recommend mechanisms and action plans to address cash shortfalls/excesses
• Develop policies and procedures to promote strong internal controls, increase efficiency, and enable rapid scaling
• Recommend and instruct staff to make cash collections as indicated by reports
• Ensure department operating procedures and internal controls are followed
• Drive process improvement and review/approve process documentation
• Support Client Services inquiries
• Support audit teams by ensuring timely delivery of documentation requests related to SOX/SOC and other compliance requirements
• Review and approve Client Credits in accordance with organizational policies

Requirements

• HS diploma required; Bachelor’s degree in Finance or Accounting preferred
• 5+ years’ experience in a payroll service or banking operations
• 3+ years in service bureau account reconciliations
• Experience managing and mentoring staff (preferred)
• MasterTax Software experience
• Thorough understanding of payroll service bureaus
• Problem-solving ability
• Ability to work in a fast-paced environment
• Strong team and individual work ethic (preferred)
• Strong communication skills and problem-solving ability
• Proficiency in MS applications, including Excel and Access
• High level of integrity

Physical Requirements

• Ability to sit for extended periods: typically 7–8 hours a day
• Ability to operate a computer and phone systems; ability to type and use multiple software programs and inquiries simultaneously

Compensation & Benefits

• Pay range: $60,600 - $70,000/yr (base pay offered may vary based on job-related knowledge, skills, and experience)
• Eligible for an annual bonus based on individual performance
• Benefits include medical, dental, vision, life, disability, and a 401(k) match; additional perks and career development support are included

Location

Fully Remote (U.S. Only). Work from home or location of record within the U.S., with no in-office requirements.

Equal Opportunity

The employer is an equal-opportunity employer and is committed to full inclusion. Recruitment, training, compensation, and promotion are provided without regard to protected status as required by applicable law.